Navigoe Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Navigoe Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2K	Hold	26	–	–	﹤0.01%	218
2026 Q1	$2K	Hold	26	–	–	﹤0.01%	166
2025 Q4	$2K	Hold	26	–	–	﹤0.01%	205
2025 Q3	$2K	Hold	26	–	–	﹤0.01%	203
2025 Q2	$2K	Sell	26 -203	-89%	-$16.1K	﹤0.01%	140
2025 Q1	$17K	Buy	+229	New	+$17.1K	0.01%	99

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Navigoe Wealth Management's IEFA Position: Q2 2026 in Review

Navigoe Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 26 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Navigoe Wealth Management first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $17K in Q1 2025. 2,442 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Navigoe Wealth Management held 26 shares of iShares Core MSCI EAFE ETF worth $2K as of Q2 2026.
Navigoe Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #218 holding.
Navigoe Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
Navigoe Wealth Management's iShares Core MSCI EAFE ETF position peaked at $17K in Q1 2025.
2,442 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.